Ideas & Enhancements

3 Vote

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...

Created 26 Oct 18:24

Checklist

0
4 Vote

Case header allow for custom colors

Firms should have the ability to customize case headers based on their preference. ie. Blue is open, Green is settlement, Purple is LIT, etc.

Created 14 Jun 18:43

General

1
2 Vote

Desktop version (just like office 365)

Having a browser version is great, but it is also great to have a desktop version. Just like how office 365 is based in the cloud, but has desktop apps that fully connect to the browser version of office. It would be great to have a desktop app.

Created 03 Mar 22:05

0
4 Vote

Scroll bar is not user friendly

The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...

Created 11 Jun 20:10

General

1
3 Vote

Uploading Documents from Sharepoint onto other sites eliminating need to save to desktop

in order to upload a document to the courts website we currently need to save the document to desktop and then upload from there. there should be a way to upload the document directly by browsing the computer such as a link with OneDrive of some s...

Created 19 Oct 20:37

General

1
2 Vote

List view showing all docs in client folder, not just recently opened docs

The list view only shows docs that were already opened. It should show all docs in the associated client folder. According to the Learning Hub, the list view is supposed to be "the real power for document management" and where we are to "spend mos...

Created 01 Mar 15:47

0
1 Vote

Import and Merge New Fields To Existing Providers

It would be nice to be able to import a CSV and have it update information to current providers. Example: Add in missing salutations or company names.

Created 12 Jul 20:01

0
1 Vote

Button to Associate Contacts with Case through Address Book or Related Contacts

Since you can access Related Contacts in a case, it makes the Case Contacts partially redundant. However, without that tab, there is no way to add contacts to a case. There should be either a way to relate additional contacts to the case through t...

Created 12 Jul 19:10

0
1 Vote

Change Received From field in exported QuickBooks items

When exporting items from the Neos Integrator to QuickBooks, the listed party on the items always matches the primary party from the Neos Case. Once imported into QuickBooks, these transactions list as having been "Received From" this primary part...

Created 12 Jul 13:16

0
1 Vote

Change default attachment format when emailing in Neos to "Link" (from PDF)

When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...

Created 10 Jul 16:26

0